The Unbreakable Rules of PSA
- On-Demand Learning
- Course Code: 5W11
This class will help you:
- Dramatically improve value to clients with golden rules of PSA
- Increase your profit with golden rules of PSA
- Create amazing automated processes
- Standardize excellent communication with clients
- Create great KPIs and reports of your success
What you get
- On-Demand Learning
- Handouts & Resources
- Full Lifetime Access
- Automatic updates to course content
- Access to Instructor
- Last taught live: Jul 01, 2025
Class Description
IT Service Delivery in the 21st Century
PSA: Professional Services Automation tool
In this course, you will learn how to double your value to clients and increase your profit with these powerful golden rules of PSA Service Ticket Systems.
Coach Manuel focuses on the direct connection between your service delivery system, the value you give your clients, and your profit, and how to maximize each. He also gives an overview of Agile Service Delivery, an emerging method you must learn to stay competitive.
Whether you’re a one-person shop or have fifty employees, to be consistently profitable, you must have guidelines for how to break down the work in an organized fashion and how you will communicate with the client along the way.
You don’t have to be an MSP or even use a PSA to work efficiently and be profitable, but you do need a system and a method. These “golden” rules can be the seed for your own system if you have none, or you can adopt them in whole to enrich your existing methods. Either way, this is your opportunity to take your service delivery and your profits to the next level.
The course includes a thorough discussion of the unbreakable rules of service tickets as well as covering quality communication with every client. It will be time well spent!
Whether you’re a new “Computer Consultant” or an experienced Managed Service Provider, you need to create successful processes that will propel your company forward. Nothing is more critical to making profit than having the right processes and procedures in place!
Your Instructor
Manuel Palachuk
Course Outline
| Module 1 | Class Introduction | |
|---|---|---|
| Unit 1 | Introduction | |
| Unit 2 | Live Class Information | |
| Module 2 | Class Content | |
| Unit 1 | The Modern Automated Service Desk, ROI, & Model | |
| Unit 2 | The Power of the Widget, Working in Real-time | |
| Unit 3 | Service Delivery Automation (Part 1) | |
| Unit 4 | Service Delivery Automation (Part 2) | |
| Unit 5 | Reports & Metrics, Looking into the Future & Getting everyone onboard | |
| Unit 6 | Next Steps . . . |
Certifications
All classes help you work toward a Specialist Certification as either a Core or Elective class for a particular pathway.
You can become a Certified Professional by taking just one class and passing the associated exam.
You can become a Certified Specialist by taking 5 classes and exams that apply to a single pathway.
This class fulfills requirements for these Specialist Certification Pathways:
Meets Core requirement:
Meets Elective requirement:
How it works
IT Service Provider is intentionally set up to give busy IT Business owners access to focused, high-quality education right when you need it most.
All classes are available on-demand, with the most recent live class recordings available immediately upon registration.
Most classes are taught live every 12-18 months. Instructors take care to update content, slides, and handouts to reflect changes in the industry.
Good news: Once you register, you’ll have lifetime access which means you can attend the new live class and review the newest recordings for life.
Log in or create a new account
Logging in before you register helps make sure you don’t accidentally pay twice!
Register for this class
If it’s your first time, welcome! Add this class to your cart and go through the checkout. You’ll be added to the live Zoom portion automatically. Handouts are available now (or shortly) inside the class units.
If you’re a returning student to this class and just need to register for the new Zoom link, head to Module 1, Unit 2.
See Class Outline below.
Add this class to your calendar
Check your email for the Zoom Confirmation. You should receive reminders ahead of each Unit, but we always recommend you add the class to your calendar. Remember, it’s 5 consecutive Tuesdays from 9 – 10am Pacific.
Revisit the class as needed
You’ll have perpetual access to the class recordings, transcripts, and handouts. And, next time it’s taught live, you’ll be able to join the Zoom sessions and access the new content.
Be the first to review “The Unbreakable Rules of PSA”
You must be logged in to post a review.
Frequently Asked Questions
I want to become a Certified Specialist. How do I declare a Specialist Pathway?
In your Dashboard, go to “My Pathways” and you choose your pathway there. Declaring your pathway lets you easily track your progress, and it’s free!
I registered for this class years ago – can I attend the new live sessions?
Yes – you’re welcome and encouraged to join live sessions whenever it’s taught again.
To get the Zoom information, make sure you’re logged in and head to Module 1, Unit 2: Live Class Information – see Class Outline above. By the way: you’ll automatically have access to the new recordings and handouts by visiting any unit in Module 2.
I lost the Zoom link for the live portion, where is it?
Log in, and then head to Module 1, Unit 2: Live Class Information.
Where are the recordings?
Same place as the handouts – make sure you’re logged in and head to Module 2.
Please allow 24 hours for the recordings to be posted after the live class.
I’m already registered. Where are the handouts?
Handouts are inside each unit of Module 2.
Make sure you’re logged in and check out the Course Outline above.
Reviews
There are no reviews yet.